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iShares Morningstar Small Growth shares owned by Morgan Stanley

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in iShares Morningstar Small Growth

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All positions including iShares Morningstar Small Growth held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Growth by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2025-06-30 $13M 254k 49.76
2024-12-31 $17M 348k 49.46
2024-09-30 $17M 339k 48.96
2024-06-30 $12M 256k 45.48
2024-03-31 $16M 350k 46.57
2023-12-31 $16M 357k 44.00
2023-09-30 $16M 405k 38.76
2023-06-30 $14M 343k 41.41
2022-12-31 $13M 346k 36.04
2022-06-30 $9.9M 282k 35.32
2022-03-31 $11M 254k 44.19
2021-06-30 $13M 244k 51.81
2020-12-31 $47M 156k 303.50
2020-09-30 $8.6M 36k 237.58
2020-06-30 $10M 46k 221.00
2020-03-31 $5.8M 35k 166.23
2019-12-31 $6.5M 31k 211.93
2019-09-30 $12M 61k 194.66
2019-03-31 $12M 58k 199.46
2018-12-31 $3.9M 24k 166.49
2018-09-30 $4.7M 22k 212.64
2018-06-30 $5.5M 28k 198.52
2018-03-31 $4.5M 24k 185.52
2017-12-31 $4.4M 25k 179.46
2017-03-31 $3.7M 24k 152.95
2016-12-31 $3.5M 24k 144.74
2016-09-30 $2.7M 19k 144.11
2016-06-30 $2.2M 16k 134.11
2016-03-31 $2.6M 20k 128.67
2015-12-31 $2.6M 20k 134.68
2015-09-30 $1.9M 15k 128.60
2015-06-30 $3.0M 21k 144.87
2014-12-31 $5.6M 41k 135.18
2014-09-30 $3.1M 25k 126.04
2014-06-30 $3.3M 24k 134.12
2014-03-31 $2.7M 21k 130.75
2013-12-31 $2.8M 21k 132.60
2013-09-30 $3.1M 26k 123.30

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Top funds holding iShares Morningstar Small Growth

Colony
Jpmorgan Chase & Co
LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
H D Vest Advisory Services
Rockport Wealth
Gallagher Fiduciary Advisors
Atria Investments
Morgan Stanley
CWM
Black Diamond Financial
Matrix Trust
Steele Capital Management
UBS Group

View all funds holding iShares Morningstar Small Growth